Investment Management of Virginia’s iShares Russell 2000 Value ETF IWN Stock Holding History

Investment Management of Virginia’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,260	Closed	-$707K	–	184
2021 Q4	$707K	Buy	+4,260	New	+$710K	0.11%	139
2021 Q3	–	Sell	-1,500	Closed	-$249K	–	162
2021 Q2	$249K	Hold	1,500	–	–	0.05%	150
2021 Q1	$239K	Buy	+1,500	New	+$227K	0.05%	143
2020 Q3	–	Sell	-2,700	Closed	-$263K	–	150
2020 Q2	$263K	Sell	2,700 -2,000	-43%	-$182K	0.07%	132
2020 Q1	$386K	Buy	+4,700	New	+$527K	0.12%	121

Other funds holding IWN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Investment Management of Virginia's IWN Position: Q1 2022 in Review

Investment Management of Virginia sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2022, closing a stake of 4,260 shares — an estimated $707K sold.

Investment Management of Virginia first reported a position in IWN in Q1 2020 and held it in 5 quarters. The position peaked at $707K in Q4 2021. 917 funds tracked by Wall St. Rank hold IWN as of Q1 2022.

Investment Management of Virginia reported no remaining iShares Russell 2000 Value ETF position as of Q1 2022 after selling out during the quarter.
Investment Management of Virginia sold 4,260 iShares Russell 2000 Value ETF shares in Q1 2022, an estimated $707K.
Investment Management of Virginia first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 5 quarters.
Investment Management of Virginia's iShares Russell 2000 Value ETF position peaked at $707K in Q4 2021.
917 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2022.

Based on Investment Management of Virginia's 13F filing for Q1 2022, filed 11 May 2022.